+334.8%
AVGO vs CAVA
+43.2%
+291.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.2% |
| 7D | -0.3% | -1.5% | +1.2% | 0.0% |
| 30D | -13.8% | -3.7% | -10.2% | -13.6% |
| 3M | -6.9% | -18.3% | +11.4% | -3.8% |
| 6M | +11.9% | -23.5% | +35.4% | +17.0% |
| YTD | +6.9% | +2.5% | +4.4% | +2.0% |
| 1Y | +7.4% | -8.0% | +15.4% | +4.9% |
| 3Y | +345.6% | +53.5% | +292.1% | +304.1% |
| All | +334.8% | +43.2% | +291.6% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CAVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling